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HomeMy WebLinkAboutOC1969-0785 - ESTATE OF MCCARRELLI r'- --~------.~----~~-------------------------------------I PETITION SUR AUDIT Testate Form J' IN THE ORPHANS'COURT OF WASHINGTON COUNTY Estate of J1M~X..~~~.!..~~~~.~~l ••.~/.1.~(.~--- ...................~~.~~~~~~~~~~~-. No QJ:":Q~:":.1~~_.»XXAX Fiduciary.-..MAR..THE.T.TA..Mc.CARRELL . ..........................~~~~.~~~~~. Date Election Place of; Filed Record : _ . Decell,.sed . Date of Date of Decedeht's death J~~.~?JI..J~.~.~.~_Grant of Leltters J.t,1.b 2.J•••19.6.9 - . This is the ¥.~E~~..~~~..¥.J:~~J account filed in this estate If there have been former accounts filed in this estatet list file number or numb~r and term . Election to take Under or Against will.(cross out one) --Not App licable Name of surviving spouse N.Qn~_:_".._.._ . List issuet where material: Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate) ~No.If answer yest name them __ _.._..__._.._ . Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris MARTHETTA McCARRELL Daughter Residue of estate Listt if exceptions to above: If partial intestacYt give facts: Adeemed:Revoked: NONE NONE Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (CourtRule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~. If any exception give cause:. File copy of Notice and date of mailing ~.~.~.;JJc;>.t\,,~J.~~.9.t~..IHU.:j;y.j:n.j.nJ;~~.~.$.t..~1J..Q th~x.e ~.+.~".O'9 ~.+.e.d.it,~t'.~.. Is estate subject to the filing of a Federal Estate Tax Return?y~~__ _..·,,..:_ . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $._2.2.8 •.0.0 ___ . If the Will makes any portion of estate subject to a life-estate,give name cind birth date of life tenant . Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. NONE Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: NONE Your petitioner,the daughter of decedent,survived Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: $~..O..~. $J.9..l!t§~.•.§§. Edith L.Dague -Notary $1.00 Total additional credits (Subtract) Balance for distribution $...J~.QQ.......................1.00 $~~!.~~~~.~~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Household Furnishings 4 Shs.West Penn Power 4~%Pfd.Stock Mortgage in the sum of $3400.00,given by Samuel M.Spence,et ux.,and assigned to A.D.McCarre11 &Mary McB.McCarrell,of record in the Recorder's Office for Allegheny County,Pa.in Mtge.Bk.243l,p.219 $150.00 270.00 3400.00 " BALANCE CAS H 3400.00 If Family Exemption claimed by Petition,give place of Record:. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:...Marthetta..McCarrell.,...... daughter,who resided in same household with deceased from birth until the day of her death, June 21,1969.$1,000.00 List any advancement or distribution on account that has been made,and nature and amount of same: NON E Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Entire balance to your petitioner,MARTHETTA McCARRELL,a daughter, including therein the following in kind: Household Furnishings ~150.00 4 Shs.West Penn Power 4~%Pfd.Stock 270.00 Mortgage of Samuel M.Spence,et ux., Allegheny County,Pa.,Mtge.Bk. 2431,p.219 COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~W~~~doth depose and $ay that the facts set forth in the foregoing petition are true to the best of..he.r knowledge and belief. And your petitioner will ever pray,etc. ................................................................................................Io io ' '. ·············SWOl:n.·,to and subscribed before me thiS_~:~doyO;__:Jl~~~~Lj]~)9_Z9.__~2t~i:~~i:~o:~r~:~c~:f,~e_::~~::::~:__:::r~:::_ .;ED/TIt Office exPires :';~~"'~.~~~f/~~. ornrniss;o"'8"111"011 Co "'6110 EXPIres M IIl1t"p..Itr·28,7913 ~--\ No..63:':.69:':7.85 ~. Estate of...MARY..M~B....~CARREL~..aJkla.._ ••• •~_!__A!._.I..>.!_..:M~.9.~~~J...._...... Deceased Fiduciary...MAR1'HEXXA..M..cCABRELI.00....00.00..... Executrix PETITION SUR AUDIT· FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December '3"1951,being rule No.9:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1,Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of WiII. 6.Copy of inventory ,and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of lie"';s in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. JAMES R.DONALDSON........_-_._-----_.._-----....._----------._----_..--...--_..--.-_.-...---_...._...... 'V'd "00 NOl~NIHSVM SlllA\AO !:J]lSI33tl ON1?J\/j")TElSSnH £0 E ~~d l N~r I L 1'0 ~--""..' I 1 ~I I-,~1 ..."~~~ti._1 "\,\,..'......;A... ~. 1 :,-.::...-:.-, ',.(I""~t-.i.I! r,o ,.,...,~,-,... '" .,,<*- ....1 ~2 Attorney J Q!ommouUtru1t4 of ,rUUSYIUUUiU,}ss.lIa:s4ingtnu Qinuntg. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid on the 2nd.day of Ru s se11 Mar 1no July A.D.19 69 ,before me, ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Mary McB'.McCarrell,A/K/A/Mrs.A.D.McCarrell late of Mt.Pleasant Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and rix the Execut~ Marthetta McCarrell III said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Marthe tta McCarrell committing unto Her the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Her to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days -from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 2nd. day of July III the year of our Lord one thousand /)~I ......................./..~~. / nine hundred and Sixty Nine Register ~~i,~!1~""-..j il$.t <a:i ,~....-1 I....-11 .-1 I =r-f!Q)tl.t G)!~a ~!~ N II.~!m t~0 mi 0...iii OJ 0t:l I-O!::=0.«l:!l:a I-,•en .!Qiii.! t:l ~i •OJ$.t ==:<a:tl.t...~•...tl.t ~i ~~mi ~=ai!i .' .. , i I I I J.- .'..'. w ;.t ". I,MARY MeR.McCARRELL,of the Village of Hickory,Mt.Pleasant Township, tolashington County,Pennsylvania,do hereby make my Last lUll and Testament.,and revoke all Wills by me at any time heretofore made. FIRST:I direct the payment of my debts and funeral expenses. SECOND:All the remainder·of my estate,both real and personal,I give, devise and bequeath unto my daughter,MARTHETTA McCARRELL,her heirs and assigns forever•. THIRD:In the event of the death of my daughter,Marthetta McCarrell, ..'during my lifetime,I dispose of my entire estate in the following manner: (a)I give the sum of $2,000.00 to the MT.PROSPECT PRESBY. TERIAN CHURCH,Hickory,Pennsylvania,to be used for the purchase of chimes'in memory of the A.DONALDSON McCARRELL FM1ILY. (b)I give the sum of $5,000.00 to the MT.PROSPECT PRESBY- TERIAN CHURCH,Hickory,Pennsylvania. (c)I give the sum of $2,000.00 to LOIS ANNE CARTER RISSER. (d)I give the sum of $2,000.00 to ALVIN McCA..ttRELL CARTER. (e)I give the sum of $2,000.00 to THor-lAS LEE CARTER. (f)I give the sum of $3,000.00 to JAY DONALDSON CARTER. (g)I give the sum of $2,000.00 to CAROL ANNE RISSER;and in the event of the death of Carol Anne Risser before she becomes Eighteen years of age,I give said $2,000.00 to her mother,LOIS ANNE CARTER RISSER. (h)I give the sum of $2,000.00 to JAY RONALD RISSER;and in the event of the death of Jay Ronald Risser before he becomes Eighteen years of age,I give said $2,000.00 to his mother,LOIS )l~NE CARTERv RISSER. (1)I give the sum of $2,000.00 to MARY ELLEN RISSER;and in the event of the death of Mary Ellen Risser before she becomes Eighteen years of age,I give said $2,000.00 to her mother,LOIS ANNE CARTER RISSER. (j)I give the sum of $2,000.00 to JAMES R.DONALDSON,of Washington,Pennsylvania. -1- ·f >:._~~....~----,..".,............-~....Ii..~-~-'-::·:~~~::~~"7:im:1 ..;~~~}Jttn-t~-..:t~~~..~y~~~~_",~~~_."J J , " •,.......'. .1 -I I (k)In the event that Alvin McCarrell Carter,Thomas Lee Carter" Jay Donaldson Carter,Carol Anne Risser,Jay R9nald Ri9ser and Mary Ellen Risser,or anyone of them,are less than twenty-one years of age at my death,I direct that said bequests shall be held in trust by the PITTS- BURGH NATIONAL BANK until such time as each shall become of age,and I direct that my Trustee use such part of the principal and income as nk~y be necessary for the education of these children. (1)It is my Will that the above pecuniary bequests be paid in full,without deduction for Inheritance Tax,said tax to be paid out of my estate before the residue is distributed. (m)All the rest,residue and remainder of my estate I give,devise and bequest to Pittsburgh National Bank in trust for ELLEN McCARRELL CARTER to in-' vest and reinvest the same and,after paying all expenses of the trust,to distri-.I bute the net income to ELLEN McCARRELL CARTER for and during her life,and at her I death I direct thar the balance of the trust be divided equally among her childrenl living at the time of her death. FOURTH:I nominate,constitute and appoint my daughter,MARTIIETTA McCARRELL,,I Executrix of this my Last Will and Testament;and in the event of her death during\ I my lifetime,~appoint JA}ffiS R.DONALDSON Executor of this my Last Will and Testa- mente ft:LINtVITNESSWHEREOF,I have hereunto set my hand and seal this ...,_.---r day of July,1961. ,./h-p-'J /j-,vJ)JJ ;1 /I-?e-/0/"//:J<:..~~~V(SEAL)1 (Mary MeB.McCarrell), Signed,sealed,published and declared by the above named Testatrix,as and for her Last Will and Testament,in the presence of us,who,at her request and in her presence and in the presence of each other,have hereunto subscribed our names as witnesses thereto. -2- .;-------------------~,,"~.... COD I elL I,MARY McB.McCAHRELL,of the Village of Hickory,Mount Pleasant Township,Washington County,Pennsylvania,do hereby make this as and for a Codicil to my Last Will and Testament dated July 7,1961,for the purpose of adding to Paragraph Third (a)the following: In the event that my daughter,Marthetta McCarrell,has already provided for the purchase of chimes in memory of the A. ~- Donaldson McCarrell Family,it is my will that this bequest of Two Thousand ($2,000.00)Dollars shall lapse and become inoperative. In all other respects I ratify and confirm my said Will. IN WITNESS WHEREOF,I have hereunto set my hand and seal this "),',; L-.-:.-Y day of March,1963. ""/,.'/,. //_:-,/>,'cc/'(SEAL) Signed,sealed,published and declared by the above named ",' .... :'//.l.~.:.'.._<"~..•~;,,f nesses thereto. presence of each other,have hereunto subscribed our names as wit- presence of,us,who,at her request,in her presence and in the Testatrix as and for a Codicil to her Last Will and Testament in the Affi~uuit (@f £xrrutnr (@r Abmiuilltrutnr §;tutt nf Jrnuoylnuuiu.t lili: mnunt!}nf 'IIuo~in!ltnu ~ Personally before me,the undersigned authority,a NQtar.y.Euhlic...:in and for said County and State,appeared ~~:!:!~~:.9.~~~who,being duly sworn according to law,deposes and says that s he is the executor~of the estate of MARY McB..M£Q~~~.,.~l~l~~~.~~.~.~.~~~9.~.~~.?deceased,that thw~~%.s~~~is~itHYk,a complete inventory and appraisement of the real and personal estate of MB.S A..D Mc.CAB.B.ELL", deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor ~ Sworn and subscribed before me this ?f.~jV//Z j._/J (4.// day Of;..y;:rJ:P..~.Y.l.....~~9..7..9.....~~~a:.:kL,;-q£i~ .........l.4~'h.<·;:t hJ.!~.. .:ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return.' REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lJuntutnru aUIl ""PPta}-srmrut of the goods and chattels,rights and credits whichMARYMcB.MctARRELL,a/k a were of MR.S A D Mc.CARJmLL".late of M~.~~.~~~~~~.L!~~~~!J??:.. Washington County,Pa.,taken and made in conformity with the abo'Ve affida'Vit. PERSONAL PROPERTY HOUSEHOLD FURNISHINGS: DOLLARS CENTS Bed &Dresser Old Bed Player Piano China Cupboard &Sideboard Stove (Electric) Refrigerator Sofa &2 Chairs 2 Rugs Porch Furniture Porch Rug 2 Bookcases Dishes &Pots &Pans U.S.SAVINGS BONDS -SERIES "E": 1 - $100.00,issued Jan.,1942 1 - 25.00,issued Mar.,1942 1 -25.00,issued Jan.,1943 3 -100.00,issued Jan.,1943 1 -1,000.00,issued Jan.,1943 1 100.00,issued Apr.,1943 2 -100.00,issued Oct.,1943 1 -100.00,issued Jan.,1944 Carr'd.For'd. $15.00 5.00 10.00 10.00 25.00 15.00 25.00 10.00 15.00 '5.00 5.00 10.00 150 00 $176.56 44.14 43.04 516.48 1,721.60 172.16 338.64 166.60 $3,179.22 $150 00 -.' Brought For'd.$3,179.22 $150 00 2 -100.00,issued June,1944 334.32 1 -50.00,issued Dec.,1944 85.70 1 -25.00,issued Dec.,1952 32.33 1 -500.00,issued Dec.,1952 646.66 4,278 23 4 Shares West Penn Power 4~%Pfd.Stock@ 67~270 00 Mortgage in the sum of $3,400.00,given by Samuel M. Spence,et ux.,to Eva F.McGhee,and assigned to A.D.McCarrell &Mary McB.McCarrell,recorded in Allegheny County,in M.B.2431,p.219 3,400 00 IA..,." Savings Account:No.S8638 in First Federal Savings &Loan,Washington,Pa.}\, Savings Account No.17719 in Pittsburgh National Bank, Washington Office 14,272 245 94 22 ..Checking Account in Pittsburgh National 'Bank; Washington Office .. 459 76 REAL ESTATE NONE $22,926 15 o - TOT A L ------------$22,926 15 -.'\ '\'.I .' /500&~-&t-7R~ INVENTORY and.APPRAISEMENT 'IN.THE ESTATE OF ' , MARY McB.McCARRELL, ;a/k/a MRS.A.D.M.cCARRELL ., ,. :Filed ,July.:,l970~., ,~ -n .. '"--.J t fC), ., .~ .... 'I' ~ ... ~~.::o t.."»'n'!:::::J.:en G")C.::c -0')'';':;:::;())..' .,~.'1'_ G:;•.-;I ..-I:c '--~ ?<.:1 ;~:: ,<'--:1 _:;:_ .0 ::::..;r-Z -0"-0P{/) C-..,c;:;:_ r'-- '.:n ..~........ t..v 1 L.., en .....--........ .~~ r~i'l v .-,'.1.~ "-.. ,"" ~.., to ."" ..·At fJfr;J/~~/f The First and Final Account of MARTH ETTA McCARRELL, Executrix of the Last Will and Testament of MARY McB. McCARRELL,a/k/a MRS.A.D.McCARRELL,late of Mt. Pleasant Township,Washington County,Pennsylvania. The Accountant is charged as follows: PRINCIPAL PERSONALTY Amount of Inventory and Appraisement $22,926.15 t 9-29-69 Medicare Payment 36.57 INCOME PERSONALTY Interest -Spence Mortgage 170.00 Dividend -West Penn Power Pfd.Stock 13.50 PRINCIPAL REALTY NON E INCOME.REALTY NON E TOTAL CHARGES None None .$23,146.22 The Accountant claims credit as follows: PRINCIPAL PERSONALTY Administration Expenses,Preferred Debts, &Other Debts &Taxes,as set forth in Schedule "A"$3,663.56 TOTAL CREDITS $3,663.56 BALANCE FOR DISTRIBUTION $19,482.66C S C H E D U L E "A" ADMINISTRATION EXPENSES: 7-15-69 8-6-69 5-18-70 Howard Sheller Anderson &Pollock Malcolm Morgan,Co.Treas. Witness To Will Insurance Personal Property Tax $7.00 4.00 12.92 James R.Donaldson 7-2-69 Russell Marino,Register 7-10-69 Washington Co.Reports 7-10-69 Observer.Pub.Company 7-15-69 Dept.of Health 8-12-69 Postmaster 8-27-69 Dept.of Health 8-29-69 Notary 9-5-69 Notary 7-3-70 Notary Costs Advanced: Letters Testamentary $20.00 Adv.Letters 14.00 ""14.00 Death Certificate 1.00 Registered Mail 2.07 Death Certificate 2.00 Affidavit 1.00 Affidavit 1.00 Affidavits 2.75 7-7-70 Russell Marino,Register,Balance on Letters and Filing Inventory 6.50 64.32 James R.Donaldson Marthetta McCarrell, Russell Marino PREFERRED DEBTS: Attorney's Fees Execut~ix Commission Filing Account l,500:.00 None 17.00 8-7-69 William D.Rogers Funeral Home,McDonald,Pa.Funeral 1,519.14 OTHER DEBTS &TAXES: -.7-22-69 Russell Marino,AgEmt, 7-24-69 Columbia Gas of Pa. 8-4-69 West Penn Power Co. 8-5-69 Hickory-Woodrow Tel.Co. 9-5-69 Jay Allison,Tax Collector, 5-12-70 Kurtz Monument Company On acc't inh.tax'. Bill Bill.. Bill 1969 School Tax Lettering 228.00 26.00 4.57 20.68 233.93 26.00 $3 ,663 .56 C},,- Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION ---------------------------- ,, In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,tllS amended. Commonwealth of Pennsylvania,County of Washington,55:. Personally appeal'ed before me,a Notary Public in and for said County and State,RLcha.r.d..s..•.....GQ.wan ,who being duly s,worn according to law,deposes ,and says that he is the s.~.G.r.g.t..qXy .. of the Observer Publishing Company,a J'lennsylvania corporation,and its agent in thIs behalf;that the said Company is,the owner and.publisher of the Observer-Reporter,succ'essor to The Washington Obs'erver,established Septembe'r 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspape,r of general circulation,printed andpnblished and having its place of bus,ines's,at Washington,Washington County,Pennsyl· vania,where it or its predecessors have been established and published continuous'ly for more than six months'prior to the publication of the notice hereto attached;that the printed notice or advertisement heI"eto attached is a ,copy of an official advertisement,official notice,legal notice or legal advertisement,exactly a,s printed or published in the Obs1erver-Reporter in its regular editions on the following date or dates;. .........................J:tJJ.Y.l4.'J ZJ C!-.ng Z.§..,J..9..9.9._.. that neither t11'e affiant nor the Observer PUblishing Company is interested in the subject matter of said notice or advertising and that all of the aUe,ga- tions'of this affidavit as to the time,place and character of publication are tru€..__~4..i~~.. Sworn to and W.267S2 SUbs~ibedbefore me this...2.8...day of..J:tJJ.Y...l.9.6..9 --~~.........~~.i.Z _~. MARGARET M.BRADLEY,NOTAR-G6BLlC WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 Washington County Reports' 63 SOUTH MAIN STREET Washinglon,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON) STATE OF ,PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publisned weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COl'NTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .........J.ul¥17..,....24.,.31.,.1.9..6.9 . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of ,hf,,md"f,"if"ph""d 'h~of 'W,tioo 're 'ru,.·W/Iu :~---r Editor Sworn to and s scribed before me this ~ ......3.1~t..YOL ~.JU.l.1~'.196.9 ..-:t -----r /J'/'.-;~:E~INEC YA:D,:::t~~pr Washington,Washington Co.,Pa. My Commission Expir1lS November 1,1939 Estate Notices ~ The Register ofWills has grant~d letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto~to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys................... McCARRELL,MARY McB.,a/k/a MRS.A.D.McCARRELL,Dec'd. Late of Mt.Pleasant Township,Washington County,Penna. Executrix:Marthetta McCarrell,Box96,Hickory,Penna.15340 Attorney:James R.Donaldson,614WashingtonTrustBldg..Washing- ton,Penna. '>',',L ',;' '.';' .~: ,.I,;,",i,:i \:,"J.1. .;'". ~. "1 ,. f.~••' ;t. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountan't being duly sworn according to law,depose S and say S that the above account t t d . " d ',she 'I b I'as s a e IS true an correct as ..__.ven y e leve.S • Sworn and subscribed before me this .L.t~:::_. day of --~------------------19 71'---_ -"~J'J~~\I ~)\•---""O~--~N(\.ill------------------ ""_--EDITH L DAGUE,Notary Pullno ' Washington,WaShl~9toD ~COU~~'1~~3 My CO"1~io~l~n Expires tar., Wa'shington County,ss:I do certify that I have given leg'al notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof filed to No,.k.3_::_2():~:_7.Ij()._._.. Wills Witness my hand and official 'seal this__3o.!'4:.... _ _______________..._.19.20_day of... _ d o 29 f~0'~f"'C'i 1~\Jt,i,.·_/~..'.rj/~lR·Er,/,"-['.1;/\ ,ft 0I\,;.)(_P ~\ I",..'\l.'F HIILL S H J.\Stilti ('1'0 ~'.,"CO P'.A. ....o; .,: ..~!r.:.~...::I: O ...::Ir:.:1:r:.:11:l::; [:l;l I:l::I:l::!E-<I:l::<:<I1<U!E-<u 0;rn 0;2l: [:l;l;2l ~i •oil:Q ;o .: ;2l <i :>t .:I:l::t'J); <I:l::!====: ~ "~~Ii '{\J! 1oz ~'• ... , r--- -', " "t !., I I ~. .....v ...·... V " /.~ '('- l.... i. 1.')!.ll;r r.,\,,'~.'r;".'• - --- '. y " .....'"'t_\".0.i'· .'1'" The Court is respectfully requested to det:ermine proper distribution in this estc'te. '. J 3Jn tqr (@rp~unn·illnurt nf 'munqingtnn etrnunty In the matter of the Audit of Account in Estate of MARY McB.McCARRELL.a/k/a 63-69-785No..,XXXXXX,X.KXID{ MRS.A.D.McCARRELL TO THE AUDITING JUDGE: Enter m1llJly"--,appearance for__..J.A~C02C~·~Q~u~n!..!t...a;llnLltl....._ 19~of,~,_----o!~~~~"--_1 N.B.-Counsel ,shall,by separate paper,pr ent a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No.._63-69-785 .X9l~ In re Audit of Account in Estate of MARY McB.McCARRELL.a.&'-L/~a,-_ MRS.A.D.McCARREI.!. AUDIT 'rnrripr fur Apprnrnnrr FOR Accountant ... -), .--..- f I o :'f::D ;p.-I n ~c-,~--~~~if,Z 1 ::::00 (.~)r't~1 -,.-~~..._----- .~)rn I -.J--1 :;..)r ~ z ~13:o __;p.- ~---~ "~CJ ::::t: t::) (.A) =---=---~u;;:s;r:z:-orol>(f) JAMES R.I)ONAlDSON Attorney ._..0.============= 4!ffi<'2 ,. / In t4t <traurt nf <trnmmnn Jltus nf lfus4iugtnn <trnunty t Jtnnsyluuniu.(0rp4nus t QI:nurt 13ittisinu' ESTATE OF No._~6~3-=6.L.C;9=-,+7.....,85,..1--_ Mary Mc B,McCarrell ajkja Mrs.A,D.McCarrell In the matter ofthe First and Final Account of Marthetta McCarrell' deceAsed.Execntrix ADJUDICATION AND DECREE And now ,Tanner,.6 '19U-,this matter came on for hearing, audit and distribution at this session and testimonyt(;ken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $19 ~1.66 and the account is accordingly confirmed;and it is ordered, adjudged a'n decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _$ ,n I..Q")J~,. Additional credit asked at audit BaJance:_$19,481.66 Deduct Clerk's Costs &Receipts _ AMorney----.....JI-I.H1m~e~!IJ_,.,1;B~.,......D""'ONioAoWIl...ll.loclwElMO~A.....------- Russell Marino,Agent,transfer inheritance tax,$867.37 Interest from 9-21-70 to 1..17-71 16.80 No balance II 18562.99 Marthetta McCarrell,daughter,residue,and Family E~emption,including cash;household furnishings;4 shares 4!~Pfd.West Penn Power stock at $270.00;Mortgage in the sum of $3400.00 given by Samuel M.Spence et ux., and assigned to A.D.McCarrell &Mary McB.Mc· Carrell of record in the Recorders Office for Allegheny County,Penn'a in Mtge Bk.2431 page 219,at $3400.00;-held in kind and dis- tributedas such at the appraised value (va1u~as shown), r r r 0 ~::::s Z....P.;j&I ·B ....>:rr:(l)~t:Y a 3~.Clj 0 ~~a ........... 0~.....a -+:r....(l)=,t =: ~N ~ S+l)~+l) +l) . CV') a:>0 (J)<t:-.J Q..Z -.JC"V"'I c:::3::0;c:~0a...~..l.L....0 z :;:J 0.--1 rt.:I-r--_J LtJ t.'!)r I :~:-'r-z-:.n -::3.:(J).0;:.....(.I)-:r.:--..,.;,-::I :.::>0 (J)c::lLl <t:c.::3::-_L.r--... J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION MARY McB.McCARRELL,a/k/a MRS.A.D.McCARRELL, HEA RING ON AUDIT THE HONORABLE P.VINCENT JMARINO,Judg of the said Court. IN RE: ESTATE OF 0(z~.Deceased. oJ>-Gl:zzIIID. ie~BEFORE: ~0( ~ ) ) ) ) ) ) ) ) No.785 of 1969 and residuary legatee.In the Audio Petition she elects to take in necessary papers.The Accountant is the daughter and the sole hei Thursday,December 17,1970,at 10:00 o'clock A.M.,EST. JAMES R.DONALDSON,ESQ.,of Washington, Pa.,representing the Acro untant. ~u~APPEARANCES: Gl o oJ0( ij Q ~TIME: ~(II vi0=~~THE COURT:Number 785 of 1969,the estate of Mary McB. 0..III0= ~McCarrell,deceased.The Executrix is Marthetta McCarrell and :JoU~the att orney is Ja mes R.Donaldson.Mr.Donaldson? ij ii:~MR.DONALDSON:May it please the Court,in this estate I have th,,'. ./kind the household furnishings and the West Penn Power stock and a mortgage.There are no outstanding claims.She makes claim for the family exemption.We have filed a copy of the Federal Esta e 2 Tax Return with the Register. THE COURT:No necessity for a reaward for the tax? MR.DONALDSON:No.We have a closing letter on that. THE COURT:Is there anyone else in Court interested in this decedent's estate? (NO RESPONSE) ( AUDIT CLOSED) The audit of this account is ordered closed by t e ',. <lZ~THE COURT: z~Court. Do i~ClziVI; ti~ii...<loii:l., :I:"1\I aiII: E~I "~1l1 c~tUy tllat lb.p,reee..u...aAd evWeac.are II: 1-'~i.i:.Oftlaihti l,dl,_Ad ~~&le17 in the «lOt••,.....b11M _UUt b••riDI orou...~t4t abOM'4b"",.&Rf that thW ~.,.is ._rr.c;l l ....crSpt~l tY·d••• ii:II.o .~ ;.'".l ,,+'(.,j......V .l!."\1.'.( •~.......1'... .","\.!Be-I "i :.r '<,,j ) .'•i L _;:,')~~J ;.:,.:...- [:'~\'.I'j -·f ,) -Ci ~'~.;. '",=#... .. •>, ,t J..:' \' .. "~,? -. , IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION PAY TRANSCRIPT The undersigned hereby acknowledge to have received from the above Estate the amounts awarded to each by the Adjudication and Decree of the Orphans'Court at the above number,said amounts appearing opposite the sign~tures of the under- signed. Russell Marino,Clerk o.C.,Costs $ , 34.50 _---"'::5;....ee.;.--;;~-_()_r._/~3-r-{-..;.~,.::;.-e--~J_1?L--:.;;e::;.;;etA1~e;;;;,,_...;;-e _ Russell Marino,Agent,Transfer In- heritance Tax with interest from 9-21-70 to 1-17-71 Marthetta McCarrell,daughter, residue,and Family Exemption,in- cluding cash;household furnishings; 4 Shares 4~%Pfd.West Penn power St- ,:ock at $270.00;Mortgage in the sum of $3400.00 given by Samuel M.Spence et ux.,and assigned to A.D.Mc Carrell &Mary McB.McCarrell,of re- cord in the Recorder's Office for Al- legheny County,Penna.,in Mtge.Bk. 2431,page 219,at $3400.00;held in kind and distributed as such at the appraised value (value as shown)~_4't:_/~~ 18,562.9 ,-,k4<t~/~7/~,A::L-~dLLC .' / " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION NO.63-69-785 ESTATE OF MARY McB.McCARRELL,a/k/a MRS.A.D.,McCARRELL, Deceased. PAY TRANSCRIPT =E t-~~»J:~3:z:!:111G)z>en -l Gl ::I.0 6 0 ::uzz:u •. z 1J-IJ'IlO fTl :u -< C>O,~!!l -I Z(/llD~»-<S~r~b 0»-enz~,0;>z ," " :~~;;\j -"+~;..;-fl1 __.J (f)C~)c:: ~--~r..., ::::(f)/'") ?_.,r-'t~(7"',r", . -,i ,:~.;' t"-.j ,......~ --I'"'\,~."_,...~~~b~..,"';,';2: -0 r-c)J:>.(f) -"-J =:: ~--~ ->:.,. ",,-, 1"..,""1 ::t-:-~ C::J 0-> l"'-i ......~...,...,........ !-i ~..,_,,_1·j~~J~ '" •"f .",JAMES R.DONALDSON ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA Form RCC-33 RESIDENT DECEDENT [;;3--fo9--7Y6 J -3'7-1. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ..W A..S H...I N G T O N ·····. IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the ·Inheritance and Estate Tax Act of 1961.)~.-- -..••.----'P.·-~_._.•.•-...,..'... .-- IN THE MATTER OF mE'ESTATE OF }.MARY McB.McCARRELL,a/k/a MRS.AFFiDAVIT OF :=:..:~.:~:.~:~'=::::=::x-x ::.:o~:::::::a:::-_==:=::==}'" ...........~'1;~~'1;~~:.~~.~~.?...Executo!'ix of the estate of the above-named decedent being duly sworn.deposeS and say S Decedent died J:u.n.~2.1~.~:~.th.)(ij;;.;j ,'19(.~~),{~aVing a last will,copy of which is hereto attached.} N~me and address of attorney or} other authorized representative to. whom all correspondence should be mailed. JAMESR•.DONALDSON...... .614 Wash.ingtQn .Tr.:uS.t...Bldg.,Wasrn.ngt:oIl,J'~t.ma.l?~QJ. That as such ~~~!:~.~.E!~"deponent is familiar with the affairs of said estate and the property con- (.·:xectltor-Admin!strator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or iI:ldecedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Pittsburgh National Bank Marthetta •-.11 n,...~. -Washington Office Marv McB.McCarrell-Washington Pa. -_. That the contents of s&id.safe depgsit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set ~orth: That Schedule A attac.hed hereto Il-nd made part hereof sets forth full v and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage enc.umbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortg~gee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each o~said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and ma(ie part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left bY the decedent at the time of death,whether in decedent'.s imm{!diate possession,standing to decedent';"credit in banks of deposit,saVings banks,trust companies,or other institutions,whether individually~~or in trust for any other person or persons giving also separately the accrued interest thereon,if ..any,down to the last interest day prior to decedent's death in the case of saVings banks,and to th~date-of decedent's death in all other cases;all bonds,postal saVings,treasury certificates or notes 'and other evidence of in- debtedness of the United States to the decedent;all obligations,whetl1er by statut;'or agreement they. ..,.- are designated as tax free,of the Uni ted States,or.~ny'state,l oj·political subdivision ..thereof,or of any foreign country,which are owned at the time of d~ath;ail wearing'apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds Il-ndmortga~es held by decedent and of all claims due and oWing decedent at the time of death,and all promissory notes or other instruments in writing for the payment o~money of which decedent died possessed,of whatsoever nature,wi th interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annu;lty and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as p.ossible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of .decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement.setting forth the character of the business,its location,and such other facts pertaining'to the .business as may be pertinent to a fair and just appraisal of the decedent's interest therein mtistbesubmitted.·It should also set forth in itemized form,together with·the fab market value thereof,any other property owned or bequeathed by the decedent at the time of death~ The Schedule C attached hereto and made part hereof sets·forth a true answer to each inquiry contained thereiri and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached'to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates o(their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by 'the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and rel.ationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and lmpaid at time of '\..death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein" have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . ~................~5 ~day of J.-g.l.y.,19 .7.0 ....~~£lfl~·~~=~~~~~. My commIssion ExpIres Mar.26,1973 ~2/-.zLz:z:a.<1..22l....C!ca.dd:L/g"... (Executor-~ .................B.ox 9..6 "_.._.. (StTeet Number) .................lJ.;.~~Q;J;.Y..l f.~.n!1~.~l.,5..J..4.9... (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached._Also make certain that column #1 in the "Summary"has been properly completed as above-directed. CRCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" .REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with'another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a- cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE. (3) DEPARTMENT VALUATION CAUTION .(Do not write In this spoce) ".0, 7 !f f 0·'3 I I-,,,.):::"I /if ~'i -,;.j-.; NONE Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. NONE BCC735 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intarigible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and fUrnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.. stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undis tributed estate or or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. --...,..--.-------------------""T'""--""T'""-----.....------- Item No. ITEM List and describe fully HOUSEHOLD FURNISHINGS: UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) U.S.SAVINGS BONDS -SERIES "E": 1 -$100.00,issued Jan.,1942 '$176.5E 1 -25.00,issued Mar.,1942 L~4.V 1 -25.00,issued Jan.,1943'43.0l 3 -100.00,issued Jan.,1943 516.4~ 1 -1,000.00,issued Jan.,1943 1,721.6( 1 - 100.00,issued Apr.,1943 172.IE 2 -100.00,issued Oct.,1943 338.6l 1 -100.00,issued Jan.,1944 166.6( 2 -100.00,issued June,1944 334.3~ 1 -50.00,issued Dec.,1944 85.7< 1 -".25.00,issued Dec.,1952 32.3 1 - 500.00,issued Dec.,1952 646.6E~Wes t Penn Power 4!%Pfd.StockZ.Shares @ 67! Bed &Dresser Old Bed Player Piano China Cupboard &Sideboard Stove (Electric) Refrigerator Sofa &2 Chairs 2 Rugs porch Furniture Porch Rug 2 Bookcases Dishes &Pots &Pans $15.0( 5.0( 10.0( 10.0( 25.01 15.01 25.01 10.0( 15.01 5.01 5.01 lO.OI 4,278.23 270.00 Mortgage in the sum of $3,400.00,given by Samuel M.Spence,et ux.,to Eva F.McGhee, and assigned to A.D.McCarrell &Mary McB:1 ~ McCarrell,recorded in Allegheny County inti' M.B.2~3l,p.219 Savings Account No.S8638 in First Federal Savings &Loan,Washington,Pa. 3,400.00~~ 14,272.94, Savings Account No.11719 in Pittsburgh National Bank,Washington Office Checking Account in Pittsburgh National Bank,Washington Office Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 245.22 459.76 ' $22,926.15 l _ Rcc:"36 romroN'I'EALTH OF PE~NSYLVANIA Tn...\.NSFER INHERITANCE TAX ~SSIDENT DECEDENT SCHEDULE "c" TRA.NSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~n~o~_ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer __ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)no (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from th€.'property transferred? (Answer yes or no)no (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~n~o~__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers --------------------------------------------------------:--_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)no (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which conld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)"DO (9)If the an~wer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION NONE MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"colunm on the last page of this return.NON E ReC-38 CCMMONWE~LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Real Estate.! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest $4,000.00 Mellon Natl.Bk.&Tr.Co.Svgs. Cert.No.E54353,issued 10-3-68,maturing 10-3-69,in the names Mary McB.McCarrell or Marthetta McCarrell,providing for 5% interest $4,000.00 Int.on Svgs.Cert 10-3-68 to 6-21-69143.33 $1,000.00 U.S.Savings Bond,Series "H", issued 7-7-58,No.M33738l1H,in names Mrs.Mary McB.McCarrell or Miss Marthetta McCarrell 1,000.00 9 -$1,000.00 U.S.Savings Bondi,Series "H", issued July 30,1958,in names Mrs.Mary McB. McCarrell or Miss Marthetta McCarrell, Nos.M3440452H through M3440460H 9,000.00 $5,000.00 U.S.Savings Bond,Series "H", issued 11-17-58,in names of Mrs.Mary McB.McCarrell or Miss Marthetta Mc Carrell,No.V549096H 5,000.00 120 Shs.A.T.&T.Co.Capital Stock in names of Miss Marthetta McCarrell &Mary McB. McCarrell as Joint Tenants 6,240.00 22 Shs.Universal-Cyclops Steel Corp. Common Stock,in names Marthetta McCarrell &Mary McB.McCarrell, as Joint Tenants 767.25 40 Shs.Duquesne Light Co.Common Stock,in names Miss Marthetta McCarrell &Mrs.Mary McB. McCarrell,as Joint Tenants 1,100.00 First Fed.S.&L.Assoc.of Wash- ington,Pa.,Svgs.Acct.No. S-8569,dtd.6-26-58,in the names of Mary McB.McCarrell or Marthetta McCarrell 10,346.42 House &Lot situate in the Village of Hickory,Mt.Pleasant Twp., Wash.Co.,Pa.,fronting 60 feet on Main St.and extending back 180 feet,upon which is erected a 2 story orick dwg.,in the names of Mary HeB.McCarrell & Marthetta McCarrell (1st Tract,D.B.974,p.181)12,000.00 Carr'd.For'd. 52 34 7/ 27 1/ ,:SOO.OC 4,500.()( 2,500.0C 3,120.0C 383.62 550.00 5,173.21~ 6,000.00 ~ 24,798.49 Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. .'..., 80.90 ~<../---/~ SCHEDULE "E"(Con't.) JOINTLY OWNED PROPERTY Brought For'd. Tract of land situate in the Village of Hickory,Mt.Pleasant Twp., Wash.Co.,Pa.,located at the intersection of Main St.and Station St.,described in two separate parcels,numbered FIRST and SECOND in deed of record in D.B.974,p.181 Vacant Lot $1,500.00 $24,798.49 750.00 ~$ 161.80 Mellon National Bk.&Tr.Co., Wash.Office,Savings Acct. No.61-1083,in the names of Mary McB.McCarrell or Marthetta McCarrell TOTAL "JOINTLY OWNED PROPERTY"$25,629.39 ,"...,., RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( b. BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFstatefullnamesandaddressesofall~ho illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH MARTHETTA McCARRELL Daughter Yes Entire Rox 96 Hickory,Penna.15340 - Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT MARY McB.McCARRELL, a/k/a ..MRS.•..A•...D.•..McC.AR.RELL... Deceased OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) (')5'>-oj '"d !:d..,..,Cl>Cl>0 ~..,e:.......::l '"'"l:l 0'"'"rt .....::l '"d>-oj ~Cl>e:.....,..,0~'«:'">:'t:l~~'"d Cl>C'"..,.., ~0 ~'t:lCl>M (l)..,p..~'"'<~~to~Cl>H0"!:'(l) ~~ ~i ............t DO THE !No.7KS.YearWill ~ Late ofMt.Plea.saP,t;.TQw.T;\~:nip.,. enc: ~~>!:d,.....--..-......-..to<~W W W:::r ?"?"?"»:::::::JC1~~:::"'-''-'"----....- ~-Ei/)-Ei/)-Ei/) N :N > :VI :N '"..:•io :•....'0\:\0 ...,·..'0 Cl>-N:ON:"0-:\0::0\:0 ---·.:-:...,:W :J-'....'\0 :VI Cl>· .c..--- ~~ :.;:- :00..:VI'VI:VI•:J,;Jt:.po. _..-'- -*... CJl -,s,,1 ~ ..~"JC'"./ "71 '1'-.:,..:~;-~~_.-...........'z'0(f) -~~ oo -u> Common\\'ealth:-;~f ~ennsylvanta= ']::~f'ii :-J (}j c,c::::c....:...;,-= REPORT ~AND APPRAISAL',~~~"~,""}~-:o '_-CI Counn'of Was hington~-.-. -Ei/)-Ei/)~-Ei/)-Ei/)-Ei/) ~:.~.:\:::.:>~'\.{A':r.\~':-,:~.·;-~,0 0\.~.Cl>:..:"-\\:....-·'.:.Cl>!'OtJ"\''\..'..,:~.'~..~.3-h.]'{\..5\':;' :'-.~•.' .Cl>II ,.'1",.'"c..vI'. ..::\.•"l\.'\0..~ !", RCC-8\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MARTHETTA McCARRELL IN YOUR REPLY PLEA8E REFER TO J In Re:Estate of MA_R_Y_M.,;...c_B_o_M_c_CA_R_RE_L_L_a_k_a_e_t_c_o ____--:.:..V/:.:A.:..;,.SH:.:.=.:IN:..:..G:....;T:....;O:..,:N;.:...T County -File Noo 63-69-785 You are hereby notified that the ori ginal...... appraisement in the estate of··.Hary HeB 0 HeGarrellw a~tc has been filed in the office of the Register of Wills qf as 1ngton County on July 10 ,19.1.Q.Said appraisement reflects the folloWing valuations: Real Estate _--'-......,..._ Personal Property ~2~2~,~9~2~6~o~1~5~ J t 0 Held Pers ~_==========~i~g-rl.,;z...;:;,g~5+5::;..,:o...,;:'~5~4,.;.. As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. July 10,1970Date _:::::d -~CC.,;...H-I-E-F~··-A-P-P-RA-l-SE---'-·_..7"9-._._.-- DATE OF DEATH:6-21-69 Note:This is not a bill. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE .TAX RESIDENT DECEDENT SUMMARY Estate of McCarrell Mary MclL (Last Name)(First Name)(Initial) DATE OF DEATH 6-21-69 FILE NO.63-69-785 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of '''_A_S_H_I_N_G_T_O..:..N _ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". Dated:07-10-70 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed.,a deducHon.~_~.~ Dated:_____________~ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+-- 48,555 544855554 VALUE AS REPORTED VALUE AS APPRAISED $$--,...,.,.,.~~_--l-...~- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-----------l~-2% Tax on $-----------1--(6J Tax on $5% Tn 00 $lK Tax on $15% Exemptions * Total Estate -L-__ TOTAL TAX COMPUTATION OF TAX $---------4-- $---------4-- $---------4-- $-------+-- $-------.j-- $--------'--- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::l==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---l AMOUNT OF ESTATE TAX ASSESSED $--------.1L-- Estate tax paid $---'l- BALANCE DUE $l- Add interest at rate of 6%from t= ------Ito-----$--------1 TOTAL TAX BALANCE $--------lPAID$....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration t No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of County of Commonwealth of Pennsylvania REPORT AND APPRAISAL ;, _.r Fonn RCC-2 .• I'-DIIPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE J.:tJ..l.y .l..Q..,1.~..?..9.. '...... COUNTY WASHI.NG:.T..Q.N . FILE NO•..........~..~.:..?~.:..?..~.~. :MAHY Hell.McCARRELL HICKORYWhereas,late of . in the County of J~-!:\..$.g~.~gl.'.9..~Commonwealth of Pennsylvania,having died on the ~.+.~.~day of ~.~?:.~19 ~~eized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.~..~~..~9.~.~~,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fi.."{ the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of A..et PERS.: As ner Schedule liB"attached JT.HELD PERS.: As per Schedule "E"attached rr orr AT. Unit Values $ AppraisementMadeforInheritance Tax Purpo..s 22,926 15 25,629 39 48,555 54 Having been duly sworn according to law,I do hereby certify that e bo~appraisement is made in con- formity with law on this /()..~day Of:C~/;;p.;~~~. ....................................~];.;',1 ..~4 o'~er and Str.e~.. \"ASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NARY...Nc.D.~..NcCA.RR~.~~..,..AKA ETC. Deceased. Late of HICKORY Date of Death,~.':1.~.~~.~.'.~..?~.?.. Appraisemel!t Docket Vol 37.,. Page,~No ?~.~.?~.~.?..~.?. Filed in Register's Office,7..:':':':1.9:::-19 70 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f,.om Appraisement,. Entered and charged,. r Fonn:RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ...........J...~Jy....I~..,.......l.~..§..Q.............,........,. I • DEP'ARTMENTOF REVENUE RESIDENT INHERITANCE TAX .......~f..A.§.H.X.N.G..T.Q.N .................COUNTYBUREA-b OF COUNTY COLLECTIONS •................... HARRISBURG.PENNA.17127 APPitAISEMENT FILE NO...XJ.'.!,J..l!il.%X........................................ 03-09-785 Whereas,........}fA.RY....~1.c.B.........Mr,CARRELI...............................................................late of ...........................HI.C.K.QRY...................................................... in the County of .......Jll.ASHING.T.ON.....................................................................................Commonwealth of Pennsylvania,having died on the .................................21.s.t.............··...............................day of ..................J.u.ne............................................19....6.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.........Ji.......R........C.HANEy........................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ - JT.HELD PERS : Jt.Certificate #E54~.C;.~hp.l n in 1"},P MELLON NATIONAL BANK.WASHINGTON OFFICE 1"'A~H 1 Nl.1'()N PA in thp.n::lmp!':1 nf'MARV t..·f...n M...I""A J)1~l<'T T "'...MARTHETTA McCARR}11,1 Pur.10-3-68.n::l'::I n l"'P ::u:n f n::l1"P n f'n"''''+-h ct4 000 00 7 FULLY TAXABLE A Ann nn . . fonn~~~fhbl::::~:'W,,",,~~1~:~~o~e~~:~=a:~~~;;;;~~n: ppralser ...................................................................~...............~....................................................... umb and Stre ......~.......................~.......:::...~,Penna.......................................................~. (Post Ofllee) , - ·.....................WASH.INGTO'N....................CQUilty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~~RY McB.McCARRELL.......,..···························Deceased. Late of HICKORY Date of Death,J.p..P.-.~4.l.,1.9.6..9 . Appraisemel!t Docket Vol.,~.?.. Page,2.3.6.~.9 No 63._.6.-9-.7-8-5 . Filed in Register's Office,~~.!.y ~.~..L.19 §9 Am.ount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abarit Appraisement,. Appeal f1'om Appraisement,. Entered and charged,. ~I \,,-F~;' .,~.~I I ,-L'I j ,,_.L ';1 971 JAN 7 PH 3 03 f"jf''.-'I ',1'·,!tIO\U,,).J '~Lt.'I j..(r"',I' F:EGIS1Er\OF WILLS WASHINCiTON CO .•PA. .. );, " ~ .. -~ MARY McB.McCARRELL a a ESTATE OF MRS.A.D.McCARRELl"LATE OF Mt.Pleasant Township Form RC C·10 OFFICE OF TME , ,REGISTER OF WILLS OF Wash;ngton COUNTY AND AGENT OF THE COMMONWEALTH ~J-~7'~7?~-.'.... STATEMENT OF DEBTS AND DEDUCTIONS DATE OF FILING APPRAISEMENT DATIi OF DEATH -..::J:...;u=n::.:::;e~2::.;1~,--=1:..:9:...6=-=-9 _ DATE NO.OF VOUCH"1Il NAM&:OF PAYEE REMARKS AMOUNT 2 00 1 00 2 92 4 00 1 00 14 00 e ersonal Pro ffidavits Affidavit Filing Inventory, Adv.Letters Insurance Death Certificate Witness to W' Health Pub.Com an 8-7-69 Wi liam D.Ro ers Funeral Home,McDonald,Pat Funeral 1,519 14 7-24-69 Columbia Gas of Pa.Bill 26 00 --==--'o-__DAY Of' COUNTY OF WASHINGTON I,Marthetta McCarrell, COMMONWEAL.TH OF PENNSYLVANIA EDITH L.DA.GUE,Notary .Jub.ic Washington,Washington County,Pa. Uy Commission Expires Mar.26,1973 ----------_HE:REBV CERTIFY,THAT.TO THE BE.T OF MY KNOWLe:CGElcNO BELIEF,THE FOREGOING IS A JUST AND TRU E SfATEMENT OF DEBTS,FUNERAA:EXffNSlI ~&EXPrflD OJ'" ACMINISTRA,'ION SI.IBMITTED TO THE ESTAU OFMaJ:LM..c;.B.McCarrell a/k/a Mrs.DECEASED.£5 CE{;~,*IONJ POR JNHERITA.!ojC~T....X PURPOSES.,'~/1 _..,U:/A A,;j ff-~~Ld2AA.£L~(L.5.l ~',.... .... .. _I, .~-' "::E ...~4.]::"-.....J;;:,..nj :::0 <:::>I • G?0 C ......---.. :J:-(.1"):&!':c:;e::::"~-2:(.I)L~J-f.;',r,'l r."1-'~--I -",I; a ,....~~ <:0 ,;"...,-"l.,t,......,;.;"c>-"•~I~.... 0 =<=.........:;p .........-r-=:!:r-v-0 r-,.:;:..'C/}0; e..v t..v .,J -,.,,j ;-"'. /-, ;-:--;.-~:-":--::--~-C-~-;--~'--:;;-:~...-~-;'~~-;;--'-....~--;--;-:-~~'-~-.-----:';-~.~:'-.-~-.,~.-.-.;---.-,'~-,---.-.----:-::", .J dollarsRECEIVED0QGHun=ea and 00/100,,,..,I.,.,...•....___",,------......--.... Marthetta.McCarrell representing Pennsylvania Inheritance or From:-Au;.J~+-l.l.aJw;1i1i---A__-4olQlW..l.C;.Ql:l-~E_s_ta_te_T_a_x_d_u_e_f_r_o_m_th_e_f_o_lI_o_w_in_g_e_st_a_te_:1! Name of Decedent ...1~~~Mc:BJ!lcl=.tl~~~J.---~ County WID:L.Sltl1Jng::t.c)h.~ ·'1.' $--------IHI $ $100.00 $ $ $ $100.00 $--------,"' 2%Tax on $_ %Tax on $_ Estate Tax,Act of May 7,1927 6%Tax on $_ 15%Tax on $_ TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ Date of Death_~-''-Io'-';~--l Subject to Rcc-46 recomendat1on Remarks: jmo Date of Payment _J--'att::..;..;..u=B="'--=1:..::;6.....,:..::;1:..::;9--'7:..;:5=-·--------l File No.63-69_785 5 E A L .. NOTE:This.Triplicate Receipt to be retai~ed for audit purposes. ,/37-236-9 Received by NOTE:In accepting the·transfer Jnheritance tax an future estates,priar to the death of the life tenant or tenant for yeors"os evidenced by this receipt,it is understood that the Commonwealth sholl not be precluded or prevented from'hereafter assessing additional inheritance tax at the death of the ',life tenant or tenant,for years whenever it appears thai such additional tax may be legally due and---'--- collectible for any reason whatsoever.,. $100.00 "'~'........,-.. --_._---~_:- J _"----0.-.:....,.-.:-.:-_ ....::..:.-.~':...:...-.,~_:..-.0.-.:-..----..""--,.--.:~':""-"~":'::"""'.~__,:""",;"",;.,~_._'_"_--=--.....:..:::.....':.--,'-----'._~..i:.:..~~-:...